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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,917 | $180,459+19.6% | $154,108+40.1% | $135,380+59.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.10% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $4,984 | $6,035-17.4% | $5,298-5.9% | $4,779+4.3% |
| Participant deferral / active EE | $6,179 | $5,806+6.4% | $5,081+21.6% | $5,609+10.2% |
| Admin fee / account holder | $8,486 | $16,145-47.4% | $13,411-36.7% | $10,828-21.6% |